AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$5.1M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.35M

Top Sells

1
+$10.4M
2
+$7.21M
3
+$6.13M
4
UNH icon
UnitedHealth
UNH
+$4.29M
5
ABBV icon
AbbVie
ABBV
+$3.87M

Sector Composition

1 Healthcare 11.38%
2 Communication Services 8.72%
3 Consumer Discretionary 8.29%
4 Financials 7.2%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.49%
7,000
+1,000
52
$3.63M 0.47%
+90,000
53
$3.62M 0.47%
28,500
54
$3.47M 0.45%
15,000
+3,607
55
$3.41M 0.45%
31,000
56
$3.36M 0.44%
57,000
57
$3.35M 0.44%
+24,000
58
$3.3M 0.43%
7,000
59
$3.12M 0.41%
60,000
60
$3.1M 0.41%
20,000
-25,000
61
$3.09M 0.4%
8,000
62
$3.08M 0.4%
40,000
63
$2.99M 0.39%
26,000
64
$2.87M 0.38%
110,000
65
$2.74M 0.36%
71,000
66
$2.64M 0.35%
34,167
67
$2.62M 0.34%
45,900
+10,000
68
$2.58M 0.34%
43,000
69
$2.52M 0.33%
5,500
70
$2.46M 0.32%
+9,000
71
$2.34M 0.31%
54,000
-70,000
72
$2.32M 0.3%
125,000
73
$1.99M 0.26%
14,000
+4,000
74
$1.91M 0.25%
168,132
75
$1.9M 0.25%
53,000
+23,000
1 2
3
4 5